Susquehanna Fundamental Investments’s Coca-Cola Femsa KOF Stock Holding History

Susquehanna Fundamental Investments’s Portfolio KOF Stock Details KOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-18,655	Closed	-$1.46M	–	206
2023 Q3	$1.46M	Sell	18,655 -2,025	-10%	-$167K	0.1%	165
2023 Q2	$1.72M	Sell	20,680 -2,051	-9%	-$176K	0.06%	264
2023 Q1	$1.83M	Sell	22,731 -7,341	-24%	-$539K	0.04%	397
2022 Q4	$2.04M	Buy	30,072 +23,173	+336%	+$1.51M	0.04%	476
2022 Q3	$403K	Buy	+6,899	New	+$411K	0.01%	1079
2022 Q1	$931K	Buy	16,935 +2,823	+20%	+$151K	0.02%	864
2021 Q4	$773K	Sell	14,112 -5,426	-28%	-$288K	0.02%	751
2021 Q3	$1.1M	Buy	19,538 +1,373	+8%	+$76.8K	0.02%	820
2021 Q2	$961K	Buy	+18,165	New	+$894K	0.02%	867
2021 Q1	–	Sell	-10,437	Closed	-$481K	–	1579
2020 Q4	$481K	Sell	10,437 -3,863	-27%	-$168K	0.01%	1121
2020 Q3	$582K	Buy	14,300 +800	+6%	+$33.6K	0.02%	832
2020 Q2	$592K	Buy	+13,500	New	+$568K	0.03%	568

Other funds holding KOF

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Susquehanna Fundamental Investments's KOF Position: Q4 2023 in Review

Susquehanna Fundamental Investments sold out of Coca-Cola Femsa (KOF) in Q4 2023, closing a stake of 18,655 shares — an estimated $1.46M sold.

Susquehanna Fundamental Investments first reported a position in KOF in Q2 2020 and held it in 12 quarters. The position peaked at $2.04M in Q4 2022. 249 funds tracked by Wall St. Rank hold KOF as of Q4 2023.

Susquehanna Fundamental Investments reported no remaining Coca-Cola Femsa position as of Q4 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 18,655 Coca-Cola Femsa shares in Q4 2023, an estimated $1.46M.
Susquehanna Fundamental Investments first reported a position in Coca-Cola Femsa in Q2 2020 and held it in 12 quarters.
Susquehanna Fundamental Investments's Coca-Cola Femsa position peaked at $2.04M in Q4 2022.
249 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2023, filed 14 Feb 2024.